Independence Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Independence Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$28.3M	Buy	303,165 +2,695	+0.9%	+$252K	6.08%	6
2020 Q2	$28M	Sell	300,470 -11,163	-4%	-$1.02M	6.41%	6
2020 Q1	$27.8M	Sell	311,633 -5,364	-2%	-$476K	7.68%	5
2019 Q4	$27.6M	Buy	316,997 +2,937	+0.9%	+$257K	6.68%	6
2019 Q3	$27.6M	Buy	314,060 +1,209	+0.4%	+$106K	6.73%	5
2019 Q2	$27.1M	Buy	312,851 +6,613	+2%	+$559K	6.94%	5
2019 Q1	$25.7M	Sell	306,238 -789	-0.3%	-$65K	7.23%	5
2018 Q4	$25M	Buy	307,027 +10,977	+4%	+$879K	8.3%	5
2018 Q3	$23.8M	Buy	296,050 +9,686	+3%	+$783K	7.09%	5
2018 Q2	$23.2M	Buy	286,364 +8,652	+3%	+$699K	7.41%	5
2018 Q1	$22.7M	Buy	277,712 +7,214	+3%	+$592K	7.49%	5
2017 Q4	$22.7M	Buy	270,498 +15,519	+6%	+$1.31M	7.65%	5
2017 Q3	$21.6M	Buy	254,979 +6,477	+3%	+$550K	8.6%	5
2017 Q2	$21M	Buy	248,502 +5,396	+2%	+$456K	8.36%	5
2017 Q1	$20.3M	Buy	243,106 +8,621	+4%	+$718K	8.52%	5
2016 Q4	$19.5M	Buy	234,485 +1,893	+0.8%	+$161K	8.57%	5
2016 Q3	$20.4M	Buy	232,592 +3,663	+2%	+$321K	9.58%	5
2016 Q2	$20.2M	Buy	+228,929	New	+$19.8M	10.59%	5

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independence Advisors's BIV Position: Q3 2020 in Review

Independence Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.9% in Q3 2020, buying an estimated $252K and bringing the position to 303,165 shares worth $28.3M. The position accounts for 6.08% of the portfolio, ranked #6.

Independence Advisors first reported a position in BIV in Q2 2016 and has held it in 18 quarters since. 560 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

Independence Advisors held 303,165 shares of Vanguard Intermediate-Term Bond ETF worth $28.3M as of Q3 2020.
Independence Advisors bought 2,695 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $252K.
Vanguard Intermediate-Term Bond ETF made up 6.08% of Independence Advisors's portfolio in Q3 2020, its #6 holding.
Independence Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and has held it in 18 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.